Feb 27, 2025
Mohnish Pabrai’s Interview with John Mihaljevic at MOI Global on
January 21, 2025.
(00:00:00) - Introduction
(00:01:47) - Industrial Real Estate: First Industrial
(00:06:38) - Boom and bust cycle - Oil & shipping businesses
(00:09:14) - CONSOL Energy
(00:12:08) - Coal businesses
(00:21:08) - Frontline
Feb 20, 2025
Mohnish Pabrai's session with Cambridge Investment Banking
Society at University of Cambridge on January 31, 2025.
(00:00:00) - Introduction
(00:01:38) - Marcus Aurelius: Stoic philosophy
(00:04:28) - Learning from mistakes
(00:09:01) - Ignore Macroeconomic factors
(00:11:57) - Value vs growth investing